Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Paul Lebouef is a financial advisor who has been in the industry since 1998. James Paul Lebouef currently works at Wells Fargo Clearing Services, LLC and is registered as a Registered Representative (RR). Prior to working at Wells Fargo Clearing Services, LLC, James Paul Lebouef worked at J.P. Morgan Securities LLC, Chase Investment Services Corp., Charles Schwab & Co., Inc., and Dean Witter Reynolds Inc.. James Paul Lebouef is a Registered Representative of FINRA, as well as a Registered Investment Advisor in Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
10/29/2014 - Present
Wells Fargo Clearing Services, LLC (THE WOODLANDS TX)
TX
10/01/2012 - 11/12/2014
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
08/21/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
02/22/1999 - 08/31/2012
CHARLES SCHWAB & CO., INC. (HOUSTON TX)
NY
08/07/1998 - 02/08/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/27/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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